100% Virtual & Secure Professional Services

We deliver end-to-end tax, bookkeeping, and business setup solutions through our bank-grade secure client portal. Enjoy expert, personal attention from the comfort of your home or office—no waiting rooms or in-person travel required.

Monthly Bookkeeping Services (Flat Rate)

Fixed monthly investment for predictable, hassle-free accounting.

Note: Base pricing covers standard monthly activity (up to 75 reconciled transactions/documents per month).

Package Level

Essential
Bookkeeping

Best For

Solopreneurs & Micro-Businesses

Services Included

Reconciliation of up to 2 bank/credit accounts, monthly P&L and Balance Sheet, digital document vault access

monthly fee

Starting at $250 / mo

Package Level

Established Businesses

Best For

Established Businesses

Services Included

Reconciliation of up to 4 accounts, monthly financial reports, A/P & A/R tracking, monthly virtual review call

monthly fee

Starting at $499 / mo

Tax Preparation Services (Flat Rate)

100% remote tax filing via secure portal upload and digital signatures.

Individual & Personal Returns

  • Basic Return: $150 (W-2 income, Standard Deduction)

  • Itemized Return: $275 (Schedule A, Investments, HSA/IRA)

  • Sole Proprietor / Single-Member LLC: $399 (Schedule C)

Business & Entity Returns

  • Micro-Entity Return (Single Owner, < $25k Revenue): $499

  • Partnership Return (Form 1065): Starting at $650

  • S-Corporation Return (Form 1120-S): Starting at $650

  • C-Corporation Return (Form 1120): Starting at $750

Local Filings & Tax Add-Ons (Available Upon Request)

Add local municipal or regional compliance filings to any tax package.

Local Earned Income Tax (EIT) Filing (Individual):

$75 per municipality

Local Business Privilege /
Mercantile Tax Filing:

$150 per location

Local Employer Payroll Tax /
Withholding Setup

 $125 flat fee

Local Business License /
Permit Application Assistance

$100 + local fees

Business Setup Services (Flat Rate)

One-time fixed investment for entity formation and business launch.

service Level

Standard
Business Setup

what's Included

Entity Filing Assistance (LLC/Corp), Federal EIN Registration, Custom Operating Agreement / Corporate Bylaws

one-time fee

$350 + state filing fees

service Level

Complete Business Launch

what's Included

Standard Setup + State Tax Registration, Initial BOI Compliance Filing, Local Tax Registration Guidance

one-time fee

$550 + state filing fees

Why Work With Us Virtuallly

Bank-Grade Security & Confidentiality

We use encrypted client portals, secure cloud document vaults, and multi-factor authentication to protect your sensitive financial data—giving you higher security standards than physical mail or paper office transfers.

Speed, Flexibility & Convenience

No traffic, no rigid appointments, and no lost work hours. Securely upload tax receipts and documents 24/7 from any computer or mobile device, sign documents electronically, and schedule video or phone consultations when it works for your busy calendar.

Outcome-Focused Peace of Mind

You aren't paying for physical office overhead; you are investing in accurate tax returns, organized financial statements, and complete IRS/state compliance. Enjoy direct access to expertise and proactive support focused purely on your financial success.

Document & Scope Policy

All services are delivered via our secure virtual portal. Flat-rate fees cover standard documentation and processing up to package limits. Engagements involving excessive document volume, disorganized physical receipts requiring manual entry, multi-state/multi-jurisdiction filings, or catch-up bookkeeping for prior tax years are subject to custom quotes or additional volume surcharges. Final pricing will be confirmed during your initial consultation prior to beginning work.